Cfs Wealth Management

Cfs Wealth Management (CRD# 135579) is a financial advisory firm headquartered in Macon, GA. They manage $68,533,454 in 530 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1515 Bass Road, Suite D, Macon, GA 31210
http://www.cfswealth.com
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    530
    ACCOUNTS
  • Average Account Value
    $129,308
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, TX

Financial Advisors at Cfs Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Wade Chapman, financial advisor Macon GA
Wade T. Chapman
CRD#: 2852176
1515 Bass Road, Suite D, Macon, GA 31210
93
Wealthminder
score

Wade Chapman (CRD# 2852176) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 20 years of experience in the finance industry.

2
Lucinda Dallas, financial advisor Macon GA
Lucinda F. Dallas
CRD#: 3270458
1515 Bass Road, Suite D, Macon, GA 31210
93
Wealthminder
score

Lucinda Dallas (CRD# 3270458) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 18 years of experience in the finance industry.

3
Roswell Mason, financial advisor Macon GA
Roswell F. Mason
CRD#: 5183870
1515 Bass Road, Suite D, Macon, GA 31210
93
Wealthminder
score

Roswell Mason (CRD# 5183870) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 9 years of experience in the finance industry.

4
Abrie Soileau, financial advisor Thomasville GA
Abrie J. Soileau
CRD#: 5713597
107 North Broad Street, Thomasville, GA 31792
93
Wealthminder
score

Abrie Soileau (CRD# 5713597) is an Investment Advisor Representative working at Cfs Wealth Management in Thomasville, GA and has over 8 years of experience in the finance industry.

5
Stephen Anderson, financial advisor Macon GA
Stephen D. Anderson
CRD#: 2507388
1515 Bass Road, Suite D, Macon, GA 31210
83
Wealthminder
score

Stephen Anderson (CRD# 2507388) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals